Oportun Financial
OPRT
120 hedge funds and large institutions have $128M invested in Oportun Financial in 2022 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 35 increasing their positions, 36 reducing their positions, and 24 closing their positions.
400% more funds holding in top 10
Funds holding in top 10: 1 → 5 (+4)
31% more capital invested
Capital invested by funds: $97.8M → $128M (+$30.4M)
25% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 24
3% more funds holding
Funds holding: 116 → 120 (+4)
2.37% more ownership
Funds ownership: 67.93% → 70.3% (+2.4%)
3% less repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 36
67% less call options, than puts
Call options by funds: $46K | Put options by funds: $139K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EH
EMG Holdings
Old Greenwich,
Connecticut
|
+$3.55M |
| 2 |
PWAM
Park West Asset Management
San Francisco,
California
|
+$2.65M |
| 3 |
RC
RBF Capital
San Francisco,
California
|
+$1.02M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$966K |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$483K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$3.47M |
| 2 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$1.57M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$1.32M |
| 4 |
BlackRock
New York
|
-$1.17M |
| 5 |
Norges Bank
Oslo,
Norway
|
-$796K |
OPRT Hedge Fund Activity: Q4 2022 in Review
120 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Oportun Financial (OPRT) for Q4 2022, worth a combined $128M — up 31% from $97.8M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new OPRT positions and 24 closed out — a net gain of 6 holders — while 35 added to existing stakes and 36 trimmed.
The largest buyer was EMG Holdings, opening a new position worth an estimated $3.55M. The largest seller was Morgan Stanley, cutting an estimated $3.47M.
- 120 institutional investors held Oportun Financial (OPRT) as of Q4 2022, up from 116 in Q3 2022.
- Funds reported $128M of Oportun Financial stock for Q4 2022, up 31% quarter-over-quarter.
- 30 funds opened new Oportun Financial positions in Q4 2022 and 24 closed out, a net change of +6 holders.
- The largest Oportun Financial buyer in Q4 2022 was EMG Holdings, an estimated $3.55M added.
- The largest Oportun Financial seller in Q4 2022 was Morgan Stanley, an estimated $3.47M sold.
Based on aggregated 13F filings for Q4 2022.